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  • 1.  ER Adjustments

    Posted 05-22-2024 09:28

    Regarding Adjustments in ER, how we would go about allowing the reconciler (Creator) to take an adjustment once it has been submitted to have the ability to Reject their own adjustment once the status is in Approval Required.



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    Felicia Thompson
    Reconcilement & Control | Recon Application Support
    Wells Fargo & Company
    Tempe AZ
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  • 2.  RE: ER Adjustments

    Employee
    Posted 06-06-2024 17:52

    Felicia,

    In order to have segregation of duties in the solution, the reconciler can't reject their own adjustment.  The Approver will have to reject it.  Then the reconciler can go back and revise the adjustment.  

    Thanks



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    Christopher Reed
    Precisely Software Inc.
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